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Maria Dizio

Investment Adviser Representative at Beacon Trust

Morristown, NJCRD #4702565Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Maria Dizio is an investment adviser representative with Beacon Trust in Morristown, NJ, where they have been registered since 2017. They have worked in the securities industry since 2016 and were previously registered with Columbia Management Advisors, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in New Jersey.

Office

163 Madison Avenue
Morristown, NJ 07960

Advisors at this office: 31

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New Jersey

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/21/2017

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Beacon TrustCurrent
5/31/2017 – Morristown, NJ
Columbia Management Advisors, Inc.
10/20/2003 – 9/7/2004Glen Rock, NJ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Beacon Trust
    Dec 2012 – no end date reportedMorristown, NJ

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Beacon Trust

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm account minimum
$500,000 (waivable)
Estimated blended rate
0.0125
Firm's annual rate schedule by assets
  • Equity Strategies - Tier 11.25%
  • Equity Strategies - Tier 21.00%
  • Equity Strategies - Tier 30.90%
  • Equity Strategies - Tier 40.75%

+6 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
33
Offices listed on AdvisorFinder:
3
Main office:
Morristown, NJ
SEC file number:
801-96256

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 27, 2026

View full firm profile

Other advisors at Beacon Trust

Showing 12 of 33 in the directory

View Beacon Trust firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Maria Dizio has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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